SA
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Sanctuary Advisors’s Prosperity Bancshares PB Stock Holding History

Sanctuary Advisors’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Buy
30,887
+24,028
+350% +$1.68M 0.01% 943
2025
Q4 		$474K Buy
6,859
+1,687
+33% +$114K ﹤0.01% 1765
2025
Q3 		$343K Buy
5,172
+1,020
+25% +$70.1K ﹤0.01% 1925
2025
Q2 		$292K Buy
+4,152
New +$286K ﹤0.01% 1943
2025
Q1 		– Sell
-5,359
Closed -$430K – 2386
2024
Q4 		$430K Buy
5,359
+194
+4% +$15K ﹤0.01% 1779
2024
Q3 		$435K Buy
+5,165
New +$361K ﹤0.01% 1780

Other funds holding PB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return